Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What It Means to Be an Advisor
By John SullivanAn outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.
May 09, 2013
Why "internal marketing" might be the industry's best-kept secretJennifer Landon is a small-town producer who consistently sees big-time client loyalty, thanks to a heartfelt, holistic marketing strategy.
May 09, 2013
FPA’s Man in Washington Speaks of Planner Group’s PrioritiesAt FPA Retreat 2013, Daniel Penchina voices optimism on SEC user fee legislation; vows more help for state FPA associations.
May 09, 2013
Lawmakers Launch Website to Crowdsource Tax ReformRecognizing that Washington doesnt have all the answers, Sen. Max Baucus and Rep. Dave Camp have debuted TaxReform.gov, where the public can weigh in.
May 07, 2013
The New Investment Tax: Don’t Let Clients Be Snared by the Passive Activity TrapYou and your clients may have mastered the obvious points of the 3.8% tax on investment income, but this complicated set of tax rules affects more than income from traditional investment vehicles.
May 04, 2013
Remind Clients of the Non-Market Returns You Provide: 7 ExamplesBeyond the returns on their portfolios, chances are good that youve provided plenty of non-market returns for your clients. You may want to remind them of this value you provide; here are seven examples.
May 01, 2013
Guggenheim Analyst Looks Into Political Crystal BallFrom the sequester to who's up next to run for president, Chris Krueger, an analyst at Guggenheim Partners, gave attendees at the 2013 NAAIM Annual Conference his insights on various topics playing out in Washington.
April 30, 2013
Offshore Tax Evaders Taking Big Risk, Former IRS Attorney SaysMany taxpayers, in an effort to avoid onerous penalties and back taxes, are not joining the IRS tax amnesty programs, instead making "quiet disclosures" that could backfire, a former IRS attorney says.